Reynders McVeigh Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 15, 2026), Reynders McVeigh Capital Management, LLC reported 196 stock positions worth $2.3 billion. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by Apple (AAPL, 6.0%) and Rockwell Automation (ROK, 4.3%). Compared with Q1 2026, it opened 13 new positions, sold out of 13, added to 58 and reduced 86. The biggest buy was Applied Materials (AMAT, shares +8%) and the biggest sale Aptargroup (ATR, shares −41%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001455969
Portfolio Value
$2.3B (Q2 2026)
SEC Filing
0001455969-26-000005 ↗ filed Sep 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.7B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $1.9B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.8B Q1 2025 Q2 2025: $2.0B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $2.0B Q1 2026 Q2 2026: $2.3B $2.3B Q2 2026

Holdings 196 stocks · $2.3B
NVDA Nvidia Corp. 8.20% 925,981 $185.3M Reduce -3.5%
AAPL Apple Inc. 5.97% 466,656 $135.0M Add +0.3%
ROK Rockwell Automation Inc. 4.33% 197,440 $97.7M Add +0.1%
ADI Analog Devices Inc. 4.23% 240,828 $95.7M Reduce -1.8%
APH Amphenol Corp. Class A 3.95% 505,694 $89.2M Reduce -0.8%
GOOGL Alphabet Inc. Class A 3.83% 241,937 $86.5M Add +0.8%
MSFT Microsoft Corp. 3.63% 219,809 $82.0M Add +9.9%
AMAT Applied Materials Inc. 3.39% 105,987 $76.6M Add +8.2%
MA Mastercard Inc. Class A 3.22% 141,828 $72.8M Add +2.2%
CARR Carrier Global Corp. 2.98% 918,219 $67.4M Add +3.0%
ULS Ul Solutions Inc. Class A 2.74% 608,136 $61.9M Add +3.8%
GOOG Alphabet Inc. Class C 2.49% 159,384 $56.3M Add +1.3%
XYL Xylem Inc. 2.12% 404,420 $47.8M Add +16.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.00% 298,592 $45.2M Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.88% 150,929 $42.4M Add +5.2%
SYK Stryker Corp. 1.87% 134,256 $42.3M Add +6.7%
AVGO Broadcom Inc. 1.87% 111,710 $42.2M Add +10.3%
DHR Danaher Corp. 1.79% 212,366 $40.5M Add +0.5%
ARM Arm Holdings PLC-ADR 1.79% 114,025 $40.4M Reduce -0.1%
AMZN Amazon.com Inc. 1.76% 166,954 $39.8M Add +0.6%
CCK Crown Holdings Inc. 1.76% 355,461 $39.7M Add +3.2%
ABT Abbott Laboratories 1.67% 415,235 $37.7M Reduce -1.5%
NET Cloudflare Inc. Class A 1.55% 142,669 $35.0M Reduce -1.9%
TMUS T-Mobile US Inc. 1.52% 204,751 $34.3M Reduce -0.3%
HD Home Depot Inc. 1.52% 97,211 $34.3M Add +5.8%
VLTO Veralto Corp. 1.34% 342,376 $30.4M Add +3.6%
VRTX Vertex Pharmaceuticals Inc. 1.20% 54,499 $27.1M Reduce -0.3%
SN Sharkninja Inc. 1.16% 172,607 $26.3M Add +10.9%
UL Unilever PLC-Sponsored ADR 1.10% 413,512 $24.9M Add +36.0%
WM Waste Management Inc. 1.08% 109,866 $24.5M Add +1.9%
ATR Aptargroup Inc. 1.03% 186,679 $23.4M Reduce -40.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.98% 11,096 $22.1M Reduce -3.0%
NYT New York Times Co. Class A 0.98% 315,063 $22.0M Add +0.2%
VRT Vertiv Holdings Co. Class A 0.97% 65,559 $21.9M Reduce -5.0%
ABNB Airbnb Inc. Class A 0.94% 149,240 $21.4M Add +1.0%
TSLA Tesla Inc. 0.92% 49,233 $20.7M Reduce -2.7%
RKT Rocket Cos Inc. Class A 0.89% 1,274,670 $20.1M Add +11.7%
JNJ Johnson & Johnson 0.86% 76,513 $19.4M Add +0.7%
AMD Advanced Micro Devices 0.85% 33,203 $19.3M Reduce -5.3%
NXT Nextpower Inc. 0.83% 157,897 $18.8M Add +15.0%
PG The Procter & Gamble Co. 0.83% 127,833 $18.7M Reduce -2.3%
TILE Interface Inc. 0.78% 489,736 $17.6M Add +11.4%
ADP Automatic Data Processing 0.57% 57,695 $12.9M Reduce -18.4%
SOFI Sofi Technologies Inc. 0.56% 699,538 $12.5M Add +2.6%
BR Broadridge Financial Solutio 0.53% 87,447 $12.0M New
NVS Novartis AG-Sponsored ADR 0.50% 71,575 $11.2M Reduce -2.5%
SXT Sensient Technologies Corp. 0.47% 86,526 $10.7M New
CRM Salesforce Inc. 0.47% 67,163 $10.5M Reduce -3.9%
COST Costco Wholesale Corp. 0.44% 10,721 $10.0M Add +1.7%
ABBV Abbvie Inc. 0.32% 29,167 $7.3M Add +0.4%
LLY Eli Lilly & Co. 0.31% 5,915 $7.1M Reduce -1.2%
UBER Uber Technologies Inc. 0.30% 94,291 $6.8M Reduce -65.3%
ALC Alcon Inc. filed as ALCON AG 0.27% 91,765 $6.2M Reduce -69.0%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 11,890 $6.0M Add +0.8%
V Visa Inc. Class A 0.25% 16,677 $5.7M Add +1.6%
CNI Canadian Natl Railway Co. 0.24% 45,658 $5.4M Reduce -0.5%
GRAL Grail Inc. 0.22% 71,304 $4.9M Reduce -40.1%
TMO Thermo Fisher Scientific Inc. 0.20% 9,082 $4.6M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 5,157 $3.9M Reduce -4.5%
DSGX The Descartes Systems Grp 0.17% 54,027 $3.7M Reduce -8.3%
UNP Union Pacific Corp. 0.16% 13,190 $3.6M Add +1.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 40,913 $3.5M Add +10.5%
ORCL Oracle Corp. 0.14% 22,362 $3.3M Reduce -7.6%
AMGN Amgen Inc. 0.14% 8,882 $3.2M Reduce -3.3%
CAT Caterpillar Inc. 0.14% 2,930 $3.1M Reduce -1.4%
BRK.A Berkshire Hathaway Inc. Class A 0.13% 4 $3.0M No change
MRK Merck & Co. Inc. 0.13% 22,379 $2.9M Reduce -0.0%
MCD McDonald's Corp. 0.11% 8,875 $2.4M Reduce -7.7%
VIG Vanguard Dividend Apprec ETF 0.09% 8,966 $2.1M Reduce -17.7%
TSM Taiwan Semiconductor-SP ADR 0.08% 3,884 $1.9M Reduce -2.0%
PEP Pepsico Inc. 0.08% 13,622 $1.8M Reduce -11.2%
NEE Nextera Energy Inc. 0.08% 20,677 $1.8M Add +1.2%
CSCO Cisco Systems Inc. 0.08% 15,361 $1.8M Reduce -9.6%
IJH iShares Core S&P Midcap ETF 0.08% 23,015 $1.8M Reduce -0.4%
CRSP Crispr Therapeutics AG 0.07% 31,065 $1.7M Reduce -74.8%
NXPI NXP Semiconductors NV 0.07% 5,925 $1.7M Reduce -8.1%
INTC Intel Corp. 0.06% 10,455 $1.5M Reduce -3.8%
JPM JPMorgan Chase & Co. 0.06% 4,263 $1.4M Reduce -2.3%
WMT Walmart Inc. 0.06% 12,084 $1.4M No change
EFX Equifax Inc. 0.06% 8,613 $1.4M No change
CSX CSX Corp. 0.06% 28,634 $1.4M Add +0.5%
IWP iShares Russell Mid-Cap Grow 0.06% 9,250 $1.4M No change
BDX Becton Dickinson and Co. 0.06% 8,891 $1.3M Reduce -77.4%
DE Deere & Co. 0.06% 2,042 $1.3M Reduce -1.0%
GLD SPDR Gold Shares 0.06% 3,488 $1.3M No change
CHD Church & Dwight Co. Inc. 0.06% 13,087 $1.3M Reduce -0.2%
AXP American Express Co. 0.06% 3,711 $1.3M Reduce -1.9%
IVW iShares S&P 500 Growth ETF 0.05% 8,895 $1.2M No change
RTX RTX Corp. 0.05% 6,347 $1.2M Reduce -3.0%
MELI MercadoLibre Inc. 0.05% 708 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.05% 3,071 $1.1M Add +7.0%
SPGI S&P Global Inc. 0.05% 2,769 $1.1M Reduce -0.0%
EMR Emerson Electric Co. 0.05% 7,826 $1.1M No change
XOM Exxon Mobil Corp. 0.05% 8,099 $1.1M Reduce -3.5%
ISRG Intuitive Surgical Inc. 0.05% 2,760 $1.1M Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 11,014 $1.1M Reduce -2.4%
MTD Mettler-Toledo International 0.05% 827 $1.1M Add +9.3%
BMY Bristol-Myers Squibb Co. 0.05% 17,998 $1.0M Add +0.5%
TYL Tyler Technologies Inc. 0.04% 3,354 $981K Reduce -16.3%
DELL Dell Technologies -C 0.04% 2,265 $977K Reduce -0.7%
TT Trane Technologies PLC 0.04% 1,973 $969K No change
BKNG Booking Holdings Inc. 0.04% 5,402 $963K No change
ECL Ecolab Inc. 0.04% 3,277 $913K Add +5.4%
HON Honeywell International Inc. 0.04% 4,005 $897K Reduce -50.8%
HONA Honeywell Aerospace Inc. 0.04% 4,005 $885K Reduce -1.7%
IDXX Idexx Laboratories Inc. 0.04% 1,658 $873K No change
IWF iShares Russell 1000 Growth 0.04% 6,812 $846K Add +0.5%
MCO Moody's Corp. 0.04% 1,866 $845K No change
ITW Illinois Tool Works 0.03% 2,764 $747K Reduce -3.5%
NTAP Netapp Inc. 0.03% 4,750 $735K No change
Q Qnity Electronics Inc. 0.03% 4,467 $729K Add +6.8%
APD Air Products & Chemicals Inc. 0.03% 2,478 $727K Add +3.3%
SBUX Starbucks Corp. 0.03% 7,105 $726K Reduce -4.0%
CL Colgate-Palmolive Co. 0.03% 7,703 $706K Reduce -5.0%
LIN Linde PLC 0.03% 1,359 $705K Reduce -1.8%
QQQ Invesco QQQ Trust Series 1 0.03% 953 $702K Add +20.2%
NSC Norfolk Southern Corp. 0.03% 2,224 $700K Reduce -0.0%
KO The Coca-Cola Co. 0.03% 8,353 $679K No change
TXN Texas Instruments Inc. 0.03% 2,145 $639K Add +0.7%
KMB Kimberly-Clark Corp. 0.03% 5,670 $622K Reduce -7.3%
DRI Darden Restaurants Inc. 0.03% 3,000 $618K No change
TMP Tompkins Financial Corp. 0.03% 6,468 $611K Reduce -7.8%
CTVA Corteva Inc. 0.03% 7,190 $609K Add +26.4%
META Meta Platforms Inc. Class A 0.03% 1,080 $608K Reduce -5.7%
VEEV Veeva Systems Inc. Class A 0.03% 3,404 $604K Reduce -7.5%
SUSL iShares ESG MSCI USA Leaders 0.03% 4,356 $578K New
LRCX Lam Research Corp. 0.03% 1,324 $574K Reduce -10.2%
EPD Enterprise Products Partners 0.03% 15,371 $565K Reduce -5.0%
RVTY Revvity Inc. 0.02% 5,030 $560K No change
GEV GE Vernova Inc. 0.02% 472 $555K Add +2.2%
GE General Electric filed as GE AEROSPACE 0.02% 1,459 $545K Reduce -1.9%
IVE iShares S&P 500 Value ETF 0.02% 2,233 $507K No change
LOW Lowe's Cos Inc. 0.02% 2,284 $504K No change
ILMN Illumina Inc. 0.02% 2,839 $499K Reduce -5.0%
DUK Duke Energy Corp. 0.02% 3,877 $491K No change
IVV iShares Core S&P 500 ETF 0.02% 647 $484K Reduce -10.9%
ENVX Enovix Corp. 0.02% 77,882 $473K Reduce -69.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 1,500 $459K No change
DD Dupont DE Nemours Inc. 0.02% 3,288 $446K Add +17.9%
MU Micron Technology Inc. 0.02% 381 $439K New
WAT Waters Corp. 0.02% 1,155 $433K Reduce -28.8%
PLXS Plexus Corp. 0.02% 1,380 $415K No change
WEC WEC Energy Group Inc. 0.02% 3,455 $403K No change
FIS Fidelity National Info Serv 0.02% 10,093 $392K No change
EFSI Eagle Financial Services Inc. 0.02% 9,375 $389K No change
KMX Carmax Inc. 0.02% 7,320 $387K No change
TER Teradyne Inc. 0.02% 800 $387K No change
SDY SS SPDR S&P Dividend ETF 0.02% 2,529 $385K Add +24.8%
PANW Palo Alto Networks Inc. 0.02% 1,120 $382K New
ESGD iShares Trust iShares ESG Aw 0.02% 3,682 $379K Add +23.9%
VOOG Vanguard S&P 500 Growth ETF 0.02% 4,536 $375K No change
ORA Ormat Technologies Inc. 0.02% 3,395 $370K Add +1.5%
TEL Te Connectivity PLC 0.02% 1,837 $370K Reduce -0.2%
CVX Chevron Corp. 0.02% 2,212 $367K Reduce -2.7%
IWV iShares Russell 3000 ETF 0.02% 851 $363K No change
NFLX Netflix Inc. 0.02% 5,059 $361K Reduce -4.1%
IWB iShares Russell 1000 ETF 0.02% 877 $359K Reduce -2.7%
ZTS Zoetis Inc. 0.02% 4,904 $352K No change
TGT Target Corp. 0.02% 2,661 $348K Reduce -17.1%
JBL Jabil Inc. 0.02% 900 $347K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.01% 2,300 $340K Reduce -11.5%
SHW The Sherwin-Williams Co. 0.01% 985 $339K No change
VOO Vanguard S&P 500 ETF 0.01% 492 $338K Reduce -27.5%
VZ Verizon Communications Inc. 0.01% 7,948 $337K Add +22.2%
ETN Eaton Corp. PLC 0.01% 790 $337K No change
DHI D.R. Horton Inc. 0.01% 1,966 $320K Add +9.7%
PODD Insulet Corp. 0.01% 2,013 $306K No change
NUE Nucor Corp. 0.01% 1,358 $303K No change
RSP Invesco S&P 500 Equal Weight 0.01% 1,395 $297K New
GLW Corning Inc. 0.01% 1,154 $295K New
PFE Pfizer Inc. 0.01% 12,172 $293K Add +1.7%
STZ Constellation Brands Inc. Class A 0.01% 2,092 $291K Reduce -3.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.01% 1,250 $287K Reduce -0.1%
GIS General Mills Inc. 0.01% 8,150 $284K Reduce -5.3%
ANET Arista Networks Inc. 0.01% 1,640 $279K Reduce -15.5%
EXR Extra Space Storage Inc. 0.01% 1,898 $276K Reduce -19.2%
RIVN Rivian Automotive Inc. Class A 0.01% 15,767 $274K Add +6.8%
PSA Public Storage 0.01% 828 $263K Reduce -10.9%
RPM RPM International Inc. 0.01% 2,250 $250K No change
MRSH Marsh & McLennan Cos 0.01% 1,425 $238K Reduce -5.1%
VEA Vanguard Ftse Developed ETF 0.01% 3,295 $235K No change
EGP Eastgroup Properties Inc. 0.01% 1,150 $233K No change
GPN Global Payments Inc. 0.01% 3,200 $232K No change
MMM 3M Co. 0.01% 1,420 $230K New
DXCM Dexcom Inc. 0.01% 3,390 $228K Reduce -8.6%
HASI Ha Sustainable Infrastructur 0.01% 5,839 $228K Add +0.0%
MKSI MKS Inc. 0.01% 513 $228K New
ROP Roper Technologies Inc. 0.01% 674 $228K Reduce -6.7%
PH Parker Hannifin Corp. 0.01% 230 $225K Reduce -10.8%
IWM iShares Russell 2000 ETF 0.01% 742 $223K New
QCOM Qualcomm Inc. 0.01% 1,200 $222K New
SYY Sysco Corp. 0.01% 2,576 $215K Reduce -23.2%
PNC PNC Financial Services Group 0.01% 856 $211K Reduce -14.2%
PGR Progressive Corp. 0.01% 952 $208K New
XLK SS Technology Select Sector 0.01% 1,058 $202K New
AUR Aurora Innovation Inc. 0.01% 22,178 $151K No change

Portfolio Sells Q1 2026 → Q2 2026
ATR Aptargroup Inc. Reduce -40.6% 1.03% −0.96
ALC Alcon Inc. Reduce -69.0% 0.27% −0.85
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.79
UBER Uber Technologies Inc. Reduce -65.3% 0.30% −0.68
TMUS T-Mobile US Inc. Reduce -0.3% 1.52% −0.66
ABT Abbott Laboratories Reduce -1.5% 1.67% −0.52
RELX Relx PLC - Spon ADR Sold out 0.00% −0.41
BDX Becton Dickinson and Co. Reduce -77.4% 0.06% −0.25
NVDA Nvidia Corp. Reduce -3.5% 8.20% −0.24
CRSP Crispr Therapeutics AG Reduce -74.8% 0.07% −0.22
CRM Salesforce Inc. Reduce -3.9% 0.47% −0.19
ADP Automatic Data Processing Reduce -18.4% 0.57% −0.15
PG The Procter & Gamble Co. Reduce -2.3% 0.83% −0.12
GRAL Grail Inc. Reduce -40.1% 0.22% −0.10
NVS Novartis AG-Sponsored ADR Reduce -2.5% 0.50% −0.07
HON Honeywell International Inc. Reduce -50.8% 0.04% −0.05
DSGX The Descartes Systems Grp Reduce -8.3% 0.17% −0.05
ENVX Enovix Corp. Reduce -69.8% 0.02% −0.05
MCD McDonald's Corp. Reduce -7.7% 0.11% −0.04
PEP Pepsico Inc. Reduce -11.2% 0.08% −0.04
ORCL Oracle Corp. Reduce -7.6% 0.14% −0.03
VRTX Vertex Pharmaceuticals Inc. Reduce -0.3% 1.20% −0.03
TSLA Tesla Inc. Reduce -2.7% 0.92% −0.03
TYL Tyler Technologies Inc. Reduce -16.3% 0.04% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -17.7% 0.09% −0.02
XOM Exxon Mobil Corp. Reduce -3.5% 0.05% −0.02
INTU Intuit Inc. Sold out 0.00% −0.02
AMGN Amgen Inc. Reduce -3.3% 0.14% −0.02
PEG Public Service Enterprise GP Sold out 0.00% −0.02
MKTX Marketaxess Holdings Inc. Sold out 0.00% −0.02
VYM Vanguard High DVD Yield ETF Sold out 0.00% −0.02
ISRG Intuitive Surgical Inc. Reduce -0.7% 0.05% −0.02
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.02
MDT Medtronic PLC Sold out 0.00% −0.01
CTSH Cognizant Tech Solutions-A Sold out 0.00% −0.01
T AT&T Inc. Sold out 0.00% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.01
CSL Carlisle Cos Inc. Sold out 0.00% −0.01
FISV Fiserv Inc. Sold out 0.00% −0.01
RTX RTX Corp. Reduce -3.0% 0.05% −0.01
NFLX Netflix Inc. Reduce -4.1% 0.02% −0.01
SPGI S&P Global Inc. Reduce -0.0% 0.05% −0.01
MRK Merck & Co. Inc. Reduce -0.0% 0.13% −0.01
DIS The Walt Disney Co. Reduce -2.4% 0.05% −0.01
CVX Chevron Corp. Reduce -2.7% 0.02% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.5% 0.17% −0.01
HONA Honeywell Aerospace Inc. Reduce -1.7% 0.04% −0.01
META Meta Platforms Inc. Class A Reduce -5.7% 0.03% −0.01
EPD Enterprise Products Partners Reduce -5.0% 0.03% −0.01
VEEV Veeva Systems Inc. Class A Reduce -7.5% 0.03% −0.01

Portfolio Buys Q1 2026 → Q2 2026
AMAT Applied Materials Inc. Add +8.2% 3.39% +1.70
ROK Rockwell Automation Inc. Add +0.1% 4.33% +0.75
BR Broadridge Financial Solutio New 0.53% +0.53
SXT Sensient Technologies Corp. New 0.47% +0.47
CARR Carrier Global Corp. Add +3.0% 2.98% +0.45
GOOGL Alphabet Inc. Class A Add +0.8% 3.83% +0.34
SN Sharkninja Inc. Add +10.9% 1.16% +0.33
AVGO Broadcom Inc. Add +10.3% 1.87% +0.29
UL Unilever PLC-Sponsored ADR Add +36.0% 1.10% +0.23
TILE Interface Inc. Add +11.4% 0.78% +0.22
GOOG Alphabet Inc. Class C Add +1.3% 2.49% +0.22
ULS Ul Solutions Inc. Class A Add +3.8% 2.74% +0.21
IBM Intl Business Machines Corp. Add +5.2% 1.88% +0.12
RKT Rocket Cos Inc. Class A Add +11.7% 0.89% +0.07
SUSL iShares ESG MSCI USA Leaders New 0.03% +0.03
XYL Xylem Inc. Add +16.5% 2.12% +0.02
AAPL Apple Inc. Add +0.3% 5.97% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +10.5% 0.16% +0.02
MU Micron Technology Inc. New 0.02% +0.02
AMZN Amazon.com Inc. Add +0.6% 1.76% +0.02
PANW Palo Alto Networks Inc. New 0.02% +0.02
CCK Crown Holdings Inc. Add +3.2% 1.76% +0.02
GLW Corning Inc. New 0.01% +0.01
RSP Invesco S&P 500 Equal Weight New 0.01% +0.01
MMM 3M Co. New 0.01% +0.01
MKSI MKS Inc. New 0.01% +0.01
IWM iShares Russell 2000 ETF New 0.01% +0.01
QCOM Qualcomm Inc. New 0.01% +0.01
PGR Progressive Corp. New 0.01% +0.01
XLK SS Technology Select Sector New 0.01% +0.01
SOFI Sofi Technologies Inc. Add +2.6% 0.56% +0.01
QQQ Invesco QQQ Trust Series 1 Add +20.2% 0.03% +0.01
Q Qnity Electronics Inc. Add +6.8% 0.03% +0.01
TXN Texas Instruments Inc. Add +0.7% 0.03% +0.01
ABBV Abbvie Inc. Add +0.4% 0.32% +0.01
GEV GE Vernova Inc. Add +2.2% 0.02% +0.00
VTI VG Morningstar TS MKT ETF-US Add +7.0% 0.05% +0.00
ABNB Airbnb Inc. Class A Add +1.0% 0.94% +0.00
V Visa Inc. Class A Add +1.6% 0.25% +0.00
CTVA Corteva Inc. Add +26.4% 0.03% +0.00
ESGD iShares Trust iShares ESG Aw Add +23.9% 0.02% +0.00
SDY SS SPDR S&P Dividend ETF Add +24.8% 0.02% +0.00
DHI D.R. Horton Inc. Add +9.7% 0.01% +0.00
CSX CSX Corp. Add +0.5% 0.06% +0.00
IWF iShares Russell 1000 Growth Add +0.5% 0.04% +0.00
RIVN Rivian Automotive Inc. Class A Add +6.8% 0.01% +0.00
DD Dupont DE Nemours Inc. Add +17.9% 0.02% +0.00
UNP Union Pacific Corp. Add +1.5% 0.16% −0.00
HASI Ha Sustainable Infrastructur Add +0.0% 0.01% −0.00
ECL Ecolab Inc. Add +5.4% 0.04% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 196$2.3BNVDA, AAPL, ROK, ADI, APH
Q1 2026 195$2.0BNVDA, AAPL, ADI, MSFT, ROK
Q4 2025 196$2.1BNVDA, AAPL, GOOGL, MSFT, MA
Q3 2025 201$2.1BNVDA, AAPL, MSFT, MA, ROK
Q2 2025 195$2.0BNVDA, AAPL, MSFT, MA, ROK
Q1 2025 193$1.8BNVDA, AAPL, MA, MSFT, TMUS
Q4 2024 202$1.9BNVDA, AAPL, MSFT, MA, CARR
Q3 2024 203$1.9BNVDA, AAPL, MSFT, CARR, MA
Q2 2024 198$1.8BNVDA, AAPL, MSFT, MA, CARR
Q1 2024 199$1.7BNVDA, AAPL, MSFT, MA, NVO